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Release Notes - 09/05/2025

Improvements

Deductions Reconciliation

  • Added a new DRM global search

    • The search bar aims to speed up the ability to find transactions, invoices, and files in DRM

    • Users can now easily navigate to nested information within DRM - no need to know and find the parent transaction first, if you are looking for a specific invoice or backup file

    • Users can also navigate between transactions without first needing to go back to the main DRM screen

  • For users who swap often between portals, filter selections are now remembered by portal instead of selections applying across all portals

Analytics

  • (Beta) New Promotion analytics

    • Improvements to the new promo analytics page based on internal user feedback

    • Performance improvements for the new promo analytics page

    • Contact your CSM if you would like to turn this feature on for your portal

 

APIs

  • Released a new revenue bulk delete endpoint

  • Release a new Deduction spend Read/Export endpoint

 

Bug Fixes

Promotions

  • Fixed an Issue with predictive lift cronjob.

  • Fixed issue where Auto Close cronjob was closing all statuses. 

Forecast

  • Fixed issue where Set Default Views reset when browser tabs were closed.

  • Fixed issue where Customer / Product selection was incorrectly displayed instead of “Total” ; selection would be shown after navigating away and returning.